Geneos Wealth Management’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Sell |
11,062
-10,131
| -48% | -$904K | 0.02% | 536 |
|
|
2025
Q1 | $1.4M | Buy |
21,193
+21,142
| +41,455% | +$1.4M | 0.02% | 575 |
|
|
2024
Q4 | $4.83K | Buy |
+51
| New | +$4.83K | ﹤0.01% | 2344 |
|
|
2021
Q2 | – | Sell |
-88
| Closed | -$5K | – | 2893 |
|
|
2021
Q1 | $5K | Buy |
88
+13
| +17% | +$739 | ﹤0.01% | 2636 |
|
|
2020
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 2455 |
|
|
2020
Q2 | – | Sell |
-152
| Closed | -$4K | – | 2569 |
|
|
2020
Q1 | $4K | Sell |
152
-375
| -71% | -$9.87K | ﹤0.01% | 2087 |
|
|
2019
Q4 | $17K | Buy |
527
+227
| +76% | +$7.32K | ﹤0.01% | 1749 |
|
|
2019
Q3 | $10K | Buy |
300
+200
| +200% | +$6.67K | ﹤0.01% | 1881 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2210 |
|
|
2017
Q3 | – | Sell |
-680
| Closed | -$23K | – | 2117 |
|
|
2017
Q2 | $23K | Hold |
680
| – | – | ﹤0.01% | 1219 |
|
|
2017
Q1 | $24K | Hold |
680
| – | – | ﹤0.01% | 1171 |
|
|
2016
Q4 | $20K | Hold |
680
| – | – | ﹤0.01% | 1179 |
|
|
2016
Q3 | $16K | Hold |
680
| – | – | ﹤0.01% | 1202 |
|
|
2016
Q2 | $12K | Hold |
680
| – | – | ﹤0.01% | 1269 |
|
|
2016
Q1 | $14K | Buy |
+680
| New | +$14K | ﹤0.01% | 1188 |
|